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Compare E200 vs. VEFI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the State Street SPDR S&P/ASX 200 Esg ETF (E200) and the Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
E200 | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 14 |
Median incremental investment | $1,000.00 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,696.60 | $6,071.80 |
Average age group | > 35 | > 35 |
Key Summary
E200 | VEFI | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 271.96m in AUM and 101 holdings. The State Street SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (13.85 %) BHP Group Ltd (12.25 %) National Australia Bank Ltd (6.60 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) | Financials (0.00 %) |
Top 3 countries | Australia (96.09 %) United States (2.88 %) New Zealand (0.52 %) | |
Management fee | 0.05 % | 0.26 % |
Key Summary
E200 | VEFI | |
|---|---|---|
Issuer | State Street | Vanguard |
Tracking index | S&P/ASX 200 ESG Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.26 % |
Price | $27.80 | $43.37 |
Size | $281.300 million | $4.318 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.70 % | 3.30 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 14 |
Median incremental investment | $1,000.00 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,696.60 | $6,071.80 |
Average age group | > 35 | > 35 |
Pros and Cons
E200 | VEFI | |
|---|---|---|
Pros |
| |
Cons |
|
E200 | VEFI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |